Latest Institutional Sells of Brown & Brown, Inc. (BRO)
This list provides information on the latest institutional transactions involving Brown & Brown, Inc. (BRO) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-6.18K- 11.1% |
$330K - $383K
|
49.5K
$5.14M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-1.93K- 35.42% |
$103K - $119K
|
3.51K
$365K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-487- 11.43% |
$26K - $30.2K
|
3.78K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-118- 2.83% |
$6.3K - $7.31K
|
4.05K
$420K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-100- 44.44% |
$5.34K - $6.2K
|
125
$13K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-44- 9.93% |
$2.35K - $2.73K
|
399
$41.4K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-22- 31.43% |
$1.18K - $1.36K
|
48
$4.98K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-19- 20.0% |
$1.02K - $1.18K
|
76
$7.89K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 9.09% |
$53.4 - $62
|
10
$1.04K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-26KClosed |
$1.43M - $1.66M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-4.01K- 57.42% |
$220K - $255K
|
2.97K
$308K
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-3K- 21.43% |
$165K - $191K
|
11K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-1.03K- 76.9% |
$56.8K - $65.7K
|
310
$32.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-507- 59.3% |
$27.9K - $32.3K
|
348
$36.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-354- 7.86% |
$19.5K - $22.6K
|
4.15K
$431K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-245- 32.03% |
$13.5K - $15.6K
|
520
$54K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-49Closed |
$2.7K - $3.12K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 33.33% |
$1.27K - $1.47K
|
46
$4.78K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-15- 0.31% |
$826 - $956
|
4.75K
$493K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-117K- 41.63% |
$6.84M - $8M
|
165K
$17.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-63.9K- 99.9% |
$3.73M - $4.36M
|
66
$6.85K
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-40.5K- 46.7% |
$2.36M - $2.76M
|
46.2K
$4.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-25K- 33.33% |
$1.46M - $1.7M
|
50K
$5.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-18.6K- 83.53% |
$1.09M - $1.27M
|
3.67K
$381K
|
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-18K- 37.33% |
$1.05M - $1.23M
|
30.3K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-9.14K- 0.15% |
$533K - $622K
|
6.06M
$629M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-7.25K- 31.29% |
$423K - $494K
|
15.9K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.96K- 47.99% |
$347K - $406K
|
6.45K
$670K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.3K- 22.1% |
$192K - $225K
|
11.6K
$1.21M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.28K- 34.62% |
$133K - $155K
|
4.3K
$447K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-700- 12.96% |
$40.8K - $47.7K
|
4.7K
$488K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-553- 99.1% |
$32.2K - $37.7K
|
5
$519
|
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-263- 2.52% |
$15.3K - $17.9K
|
10.2K
$1.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-225- 25.2% |
$13.1K - $15.3K
|
668
$69.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 67.11% |
$5.83K - $6.81K
|
49
$5.09K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-88Closed |
$5.13K - $6K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-83- 62.88% |
$4.84K - $5.66K
|
49
$5.09K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-7- 7.95% |
$408 - $477
|
81
$8.41K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-5- 16.13% |
$292 - $341
|
26
$2.7K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-207KClosed |
$11M - $15.2M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-151KClosed |
$8.03M - $11.1M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
PUT |
-100KClosed |
$5.33M - $7.34M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-56.5KClosed |
$3.01M - $4.15M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ctf Capital Management, LP
Old Greenwich, CT |
SELL
|
- |
-47.5KClosed |
$2.53M - $3.49M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-33.8KClosed |
$1.8M - $2.48M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-18.5KClosed |
$983K - $1.35M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Aquila Investment Management LLC
|
SELL
|
- |
-18KClosed |
$959K - $1.32M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-17.3KClosed |
$922K - $1.27M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-12.8KClosed |
$683K - $941K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-6.88KClosed |
$366K - $505K
|
0
$0
|
|